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Insights for Non-Profits » How to Increase Donations by Promoting Tax-Friendly Gifts
December 15, 2016 | Fundraising
As we enter the homestretch of 2016, many endowments and foundations are preparing their year-end fundraising campaigns or planning for next year’s strategies. The holiday season reminds us of year-end charitable gift giving, the time for donors to make their year-end contributions by December 31 …
Audience
Non-ProfitsInsights for Non-Profits » Webinar: 2017 Outlook
December 12, 2016 | Market Commentary
There seems to be little historical precedent for today’s market environment. How do endowments and foundations plan for the future during these remarkable times? Nicholas Cintineo, Senior Investment Consultant, and James Ebenhoch, Endowment & Foundation Consultant, share our outlook for 2017 as …
Audience
Non-Profits
Insights for Non-Profits » How Portfolio Modeling Tools Can Help Manage Risk
November 15, 2016 | Investment Management
Uncertainty – or what some might refer to as “risk” – is a core consideration in endowment and foundation portfolios. Common risks might include whether a portfolio will be able to grow its capital quickly enough to meet future needs, or preserve its capital diligently enough to safeguard its …
Audience
Non-ProfitsInsights for Non-Profits » What Should I Know Before Becoming a Board Member?
October 06, 2016 | Governance
This is a common question from people considering joining a non-profit board. Most have probably already heard of the broad set of duties entrusted to fiduciaries (i.e., fiduciaries have a duty of care, loyalty, and obedience to the organizations they serve). Before becoming a board member, it’s …
Audience
Non-ProfitsInsights for Non-Profits » Webinar: Fiduciary Insights for Endowments & Foundations
September 30, 2016 | Fiduciary
Fiduciary issues are often at the forefront of board members’ minds, and with good reason - it can be a complex and ever evolving topic. Nicholas Cintineo, Senior Investment Consultant, discusses some of the most common questions we’ve received from endowments and foundations about fiduciary best …
Audience
Non-ProfitsInsights for Non-Profits » Five Ways to Attract Millennial Donors
August 17, 2016 | Fundraising
Millennials, between the ages of 18-32 or born after 1980, are overtaking baby boomers as the largest living population, according to the 2015 census. Millennials already account for 11% of total non-profit giving and nearly 60% of millennials say they give to charities. With more millennials …
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Non-ProfitsInsights for Non-Profits » Four Ways to Build Stronger Relationships with your Donors
July 13, 2016 | Fundraising
How well are you stewarding the donors that keep your organization running by investing in time, talent, and treasure? Are your donors in a rewarding and meaningful relationship with your organization? Implementing donor stewardship activities can increase trust and improve donor relationships to …
Audience
Non-ProfitsInsights for Non-Profits » Webinar: 5 Habits of Successful Endowments & Foundations
June 20, 2016 | Governance
While investment returns are largely outside of your control, the policies and processes which define your organization are not. James Ebenhoch, Endowment & Foundation Consultant, and Nicholas Cintineo, Senior Investment Consultant, discuss the habits and norms that we’ve seen shared across many …
Audience
Non-ProfitsInsights for Non-Profits » A Knowledgeable Board & Staff is Key to Success
May 25, 2016 | Governance
What makes an endowment or foundation successful? Healthy investment returns? Sensible withdrawal levels? Strong fundraising? All of these are certainly important, but I would argue that there’s a more fundamental requirement for success: knowledgeable and engaged board and staff. It’s the …
Audience
Non-ProfitsInsights for Non-Profits » Endowment & Foundation FAQs: The Hidden Risks of Fixed Income
April 26, 2016 | Investment Management
Many Endowments & Foundations have questions on how to navigate the risks in today’s fixed income environment so they can stay on track towards their long-term goals. Here, we share our perspective on the current risks and how they can be managed. Why should Endowment & Foundation investors be …
Audience
Non-Profits